PWS
CRVL icon

Paragon Wealth Strategies’s CorVel CRVL Stock Holding History

Paragon Wealth Strategies’s Portfolio CRVL Stock Details CRVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-840
Closed -$40.7K – 75
2022
Q4 		$40.7K Hold
840
– – 0.05% 71
2022
Q3 		$39K Buy
+840
New +$43.6K 0.04% 53
2021
Q3 		– Sell
-840
Closed -$38K – 90
2021
Q2 		$38K Buy
+840
New +$33.2K 0.01% 94

Other funds holding CRVL

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Paragon Wealth Strategies's CRVL Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of CorVel (CRVL) in Q1 2023, closing a stake of 840 shares — an estimated $40.7K sold.

Paragon Wealth Strategies first reported a position in CRVL in Q2 2021 and held it in 3 quarters. The position peaked at $40.7K in Q4 2022. 190 funds tracked by Wall St. Rank hold CRVL as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining CorVel position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 840 CorVel shares in Q1 2023, an estimated $40.7K.
  • Paragon Wealth Strategies first reported a position in CorVel in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's CorVel position peaked at $40.7K in Q4 2022.
  • 190 funds tracked by Wall St. Rank held CorVel as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.